Småbolag EUR – Small Cap fund
Småbolag EUR – Small Cap fund
A Small Cap fund for you who believe in small and medium-sized companies in the Swedish and other Nordic stock markets.
Risk information
Past performance is no guarantee of future returns. The money you invest in a fund can both increase and decrease in value and it is not certain that you will get back the full amount invested.
Historical return
1 day
1.26%
Since start
84.92%
This year
0.57%
5 years
41.58%
Basic fund facts
| Start date | 05/02/2016 |
| ISIN | SE0008040885 |
| Open for trade | Daily |
| Ongoing costs | 1.7% |
| Risk | 5/7 |
Ongoing costs consist of management fees and other administrative or operating costs (an estimate based on actual costs over the past year) and transaction costs (an estimate of costs incurred when a fund buys and sells securities).
Overview
An investment in the fund gives you a broad focus on small and medium-sized Swedish companies. Lannebo Småbolag has more than 20 years of history and is actively managed, which means that the fund’s managers analyze companies, meet company management and use their influence as owners to create the best possible conditions for a good risk-adjusted return. The companies in which the fund invests may have a market capitalization that amounts to a maximum of 1 percent of the Swedish stock market’s total market capitalization at the time of investment.
The fund is suitable for those who:
- Has an investment horizon of at least five years.
- Believe in small and medium-sized companies in the Swedish and Nordic stock markets.
- Believe in active management and investments based on a clear understanding of each individual company.
Fund managers
Sustainability-related information
Below you will find sustainability-related information for the fund. For general information about Lannebo’s sustainability work linked to the funds and discretionary assignments, please visit sustainability-related information.
Sustainability-related information (English)
Sustainability-related information (French)
Sustainability-related information (Norwegian)
Sustainability-related information (Spanish)
